Client intake and CRM software for law firms
Use Clio’s legal CRM software to easily onboard and manage clients, creating an engaging relationship from day one.
Know the status of every client at a glance
See the current status of each potential or retained client. Get an overview of their contact and matter details from an easy-to-understand dashboard.
Organize contacts with customizable tags
Tag and categorize potential clients, existing clients, and professional contacts in our legal CRM software, so you can find who you need, when you need them.
Cut down on consultation no-shows
Simplify the appointment scheduling process and automate sending appointment reminders to clients.
Make great client experiences your differentiator
With legal CRM software, you can turn every potential client into a referral, a good review, and more business for your law firm.
Never miss a client follow-up
Use our legal CRM software to automatically create tasks and reminders that will ensure you’re keeping clients in the loop at every stage of their client intake journey.
Impress with seamless client engagement
Build a CRM workflow that’s easy for you and your clients, including customized online intake forms, instant document creation, and e-signatures.
Run automated email campaigns
Create tailored, multi-step email campaigns that engage your new and incoming clients through the client intake process.
Get actionable insights on how to grow your firm
Get easy-to-understand reporting from our CRM software for law firms, and see how your firm’s marketing and business development efforts are performing.
Get an overview of incoming clients
Convert more clients using our legal CRM software. See where in the intake process each potential new client is at using a visualized ‘Matter Pipeline’ and get updates as they progress to being a case.
Recognize your high value clients
Know the incoming number and value of new clients, broken down by practice area.
Know where to market your firm
Know where new clients are learning about your firm so you can focus your marketing efforts. Get a report on who referred new clients to your firm, and how their referrals translated into retained clients.
Frequently Asked Questions
What is legal CRM software?
Legal client relationship management (CRM) software helps law firms manage business development functions such as client intake, client scheduling and follow-up, revenue tracking, and more.
In short, legal CRM software addresses the client intake process of turning potential new clients into retained clients.
Who at my firm will use legal CRM the most?
Anyone can benefit from legal CRM software as it assists with potential client data collection, intake form creation, client and lawyer appointment and reminder scheduling, and task assignment. Based on the size of your firm and role specializations, that could include administrative and support staff, lawyers, and firm owners.
What is the best legal CRM software?
Clio is trusted by over 150,000 legal professionals and is approved by more than 90 bar associations and law societies worldwide, making it the best legal CRM software for law firms. In addition, Clio has an average rating of 4.5/5 stars across 3,000+ reviews on G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist.
What's the difference between legal CRM software and spreadsheets?
Legal CRM software is a specific database made for client management, and it is organized in a way so that it’s easily accessed, managed, and updated. Legal CRM software has additional features such as a calendar for scheduling appointments, and online intake forms you can send to clients.
What can Clio's legal CRM automate and streamline?
Our legal CRM software automates day-to-day client management tasks such as follow-up scheduling, data entry, document generation, and more.
What happens when a potential client becomes a client?
We offer an end-to-end solution to managing and growing your firm. Once a client is secured, you can seamlessly transition their case information into our legal case management software.
Legal CRM resources
More Clio Grow features
Simplify client intake and eliminate data entry and non-billable tasks for your firm.
Document Automation & Electronic Signatures
Generate documents, get them signed, and collaborate with clients efficiently in the cloud.
Workflow & Email Automation
Turn legal client intake processes into an organized and automated system.
Client Intake Insights
Understand your intake process, and where your most valuable clients are coming from.
Eliminate costly back-and-forth, reduce overhead, and make it easier for clients to access your legal services.
Create a professional website in minutes with built-in tools to connect with clients, collect payments, and more.
Book a Live Demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
Try Clio for Free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime